THE PENTEGRA ACTUARIAL & ADMINISTRATIVE SERVICES ADVANTAGE
THE PENTEGRA ACTUARIAL & ADMINISTRATIVE SERVICES ADVANTAGE
At Pentegra, we offer retirement plan services that work for you and your employees. Our flexible, unbundled Actuarial and Administrative Services can be customized to meet your benefit and cost objectives. You choose the services that are right for you. Our flexible arrangement can include your existing actuary, trustee or investment manager.
CONSIDER THIS: Actuarial work is more than simply running an annual valuation. Your actuary is a partner in helping you anticipate and control retirement plan costs by working with you to provide realistic assessments of the impact of plan design and workforce demographics in achieving your cost and benefit objectives. Is your actuary helping you identify the right solutions for your retirement plan?
The flexibility to meet your plan needs. That's an advantage.
UNBUNDLED ACTUARIAL & ADMINISTRATIVE SERVICES
Pentegra offers a full range of actuarial and administrative services for your plan.
- Plan Design & Document Support
- Plan Consulting
- Actuarial Services
- Annual actuarial valuation report
- Development of minimum funding and contribution requirements
- Maximum allowable deduction and funding level recommendations
- Annual Certification of Funded Ratio
- Analysis and reconciliation of the present value of accumulated benefits in accordance with SFAS-35
- Calculation and reporting of Net Periodic Benefit Cost for the fiscal year
- Calculation of the PBGC premium payment due each year
- PBGC Annual Filing
- Preparation of Form 5500 Schedule SB
- Preparation of FAS 87 expense valuation results
- Determination of FAS 132 and FAS 158 year-end disclosure results
- Administration & Recordkeeping
- Enrollment processing
- Plan sponsor reports
- SAS 70 audit report
- QDRO review and approval
- Required minimum distribution notifications
- Termination processing
- Benefit calculations
- Benefit payment administration
- Regulatory Compliance & Government Reporting
- Legal Services
- Trustee Services
- Education & Communications